FAM
MRSH

Fulcrum Asset Management’s Marsh MRSH Stock Holding History

Fulcrum Asset Management’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,568
Closed -$486K – 301
2025
Q1 		$486K Buy
+2,568
New +$583K 0.09% 149

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fulcrum Asset Management's MRSH Position: Q1 2026 in Review

Fulcrum Asset Management increased its Marsh (MRSH) stake by 5.1% in Q1 2026, buying an estimated $23.6K and bringing the position to 2,721 shares worth $475K. The position accounts for 0.07% of the portfolio, ranked #134.

Fulcrum Asset Management first reported a position in MRSH in Q2 2025 and has held it in 4 quarters since. The position peaked at $599K in Q2 2025. 1,539 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Fulcrum Asset Management held 2,721 shares of Marsh worth $475K as of Q1 2026.
  • Fulcrum Asset Management bought 131 Marsh shares in Q1 2026, an estimated $23.6K.
  • Marsh made up 0.07% of Fulcrum Asset Management's portfolio in Q1 2026, its #134 holding.
  • Fulcrum Asset Management first reported a position in Marsh in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Marsh position peaked at $599K in Q2 2025.
  • 1,539 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.